13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
VONG

VANGUARD RUSSELL 1000 GROWTH E

902 institutions still hold VANGUARD RUSSELL 1000 GROWTH E as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 92206c680·902 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.1%
vs prior quarter
13F value held
$21.8B
60.0% inst. owned
of float
Holders
902
+24 QoQ
filers reporting
Activity
+38 / −76
+914 added · −889 reduced
this quarter
Concentration
38.30%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

902 institutions reported VONG in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 38.3% of the visible book. +24 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$8.3B76.1M0.61%Q1 202602
UBS Group AG
CIK 0001610520
$3.2B28.8M0.47%Q1 202603
LPL Financial LLC
CIK 0001403438
$1.8B16.8M0.49%Q1 202604
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$1.1B10.1M6.08%Q2 202505
MORGAN STANLEY
CIK 0000895421
$1.1B9.7M0.06%Q1 202606
Cetera Investment Advisers
CIK 0001666741
$1.0B9.5M1.11%Q1 202607
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CIK 0000882928
$621M5.7M2.39%Q1 202608
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$569M5.2M0.12%Q1 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$556M5.1M0.15%Q1 202610
WELLS FARGO & COMPANY/MN
CIK 0000072971
$465M4.2M0.09%Q1 202611
AMERIPRISE FINANCIAL INC
CIK 0000820027
$436M4.0M0.10%Q1 202612
CITIGROUP INC
CIK 0000831001
$394M3.6M0.17%Q1 202613
Sequoia Financial Advisors, LLC
CIK 0001599900
$382M3.5M2.14%Q1 202614
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$342M3.1M0.11%Q1 202615
Equitable Holdings, Inc.
CIK 0001333986
$329M1.6M2.12%Q1 202616
SageView Advisory Group, LLC
CIK 0001914558
$247M2.0M8.35%Q4 202517
Creative Planning
CIK 0001540235
$236M2.2M0.16%Q1 202618
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$221M2.0M0.31%Q1 202619
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$221M2.1M0.11%Q1 202620
TRUIST FINANCIAL CORP
CIK 0000092230
$214M2.0M0.29%Q1 2026
Page 1 of 46
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